UBS Group
IYE icon

UBS Group’s iShares US Energy ETF IYE Stock Holding History

UBS Group’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.6M Sell
594,593
-18,267
-3% -$1.11M ﹤0.01% 2138
2026
Q1 		$39.7M Buy
612,860
+9,436
+2% +$535K 0.01% 1871
2025
Q4 		$28.7M Buy
603,424
+17,453
+3% +$826K ﹤0.01% 2221
2025
Q3 		$27.8M Sell
585,971
-1,001
-0.2% -$46.6K ﹤0.01% 2209
2025
Q2 		$26.5M Sell
586,972
-241,907
-29% -$10.7M ﹤0.01% 2088
2025
Q1 		$40.9M Sell
828,879
-86,898
-9% -$4.14M 0.01% 1665
2024
Q4 		$41.7M Buy
915,777
+305,957
+50% +$14.7M 0.01% 1616
2024
Q3 		$28.3M Sell
609,820
-9,661
-2% -$455K 0.01% 1562
2024
Q2 		$29.7M Buy
619,481
+22,826
+4% +$1.11M 0.01% 1384
2024
Q1 		$29.5M Sell
596,655
-19,029
-3% -$856K 0.01% 1404
2023
Q4 		$27.2M Sell
615,684
-38,514
-6% -$1.73M 0.01% 1371
2023
Q3 		$31M Sell
654,198
-22,331
-3% -$1.03M 0.01% 1151
2023
Q2 		$29M Sell
676,529
-516,674
-43% -$22.1M 0.01% 1176
2023
Q1 		$52.2M Buy
1,193,203
+72,698
+6% +$3.29M 0.02% 755
2022
Q4 		$52.1M Sell
1,120,505
-131,724
-11% -$6.16M 0.02% 780
2022
Q3 		$49.2M Buy
1,252,229
+241,218
+24% +$9.9M 0.02% 702
2022
Q2 		$38.5M Buy
1,011,011
+23,462
+2% +$996K 0.02% 885
2022
Q1 		$40.4M Buy
987,549
+125,998
+15% +$4.64M 0.01% 967
2021
Q4 		$25.9M Sell
861,551
-78,049
-8% -$2.4M 0.01% 1406
2021
Q3 		$26.6M Sell
939,600
-377,845
-29% -$10.2M 0.01% 1281
2021
Q2 		$38.3M Buy
1,317,445
+489,981
+59% +$13.6M 0.01% 1014
2021
Q1 		$21.7M Buy
827,464
+60,899
+8% +$1.5M 0.01% 1391
2020
Q4 		$15.5M Buy
766,565
+322,337
+73% +$5.92M 0.01% 1517
2020
Q3 		$7.09M Sell
444,228
-80,947
-15% -$1.53M ﹤0.01% 1892
2020
Q2 		$10.5M Buy
525,175
+50,219
+11% +$984K ﹤0.01% 1456
2020
Q1 		$7.27M Sell
474,956
-9,323
-2% -$235K ﹤0.01% 1632
2019
Q4 		$15.6M Buy
484,279
+77,560
+19% +$2.45M 0.01% 1561
2019
Q3 		$12.9M Sell
406,719
-60,533
-13% -$1.97M 0.01% 1561
2019
Q2 		$16.1M Sell
467,252
-42,679
-8% -$1.48M 0.01% 1373
2019
Q1 		$18.4M Sell
509,931
-68,600
-12% -$2.4M 0.01% 1191
2018
Q4 		$18M Buy
578,531
+171,669
+42% +$6.31M 0.01% 1151
2018
Q3 		$17.1M Sell
406,862
-26,399
-6% -$1.09M 0.01% 1321
2018
Q2 		$18.2M Sell
433,261
-10,099
-2% -$413K 0.01% 1240
2018
Q1 		$16.4M Sell
443,360
-77,274
-15% -$3M 0.01% 1294
2017
Q4 		$20.6M Buy
520,634
+120,413
+30% +$4.54M 0.01% 1181
2017
Q3 		$15M Sell
400,221
-30,102
-7% -$1.07M 0.01% 1310
2017
Q2 		$15.3M Buy
430,323
+20,061
+5% +$740K 0.01% 1220
2017
Q1 		$15.8M Sell
410,262
-53,986
-12% -$2.15M 0.01% 1175
2016
Q4 		$19.3M Sell
464,248
-88,422
-16% -$3.53M 0.01% 1050
2016
Q3 		$21.6M Sell
552,670
-72,194
-12% -$2.75M 0.01% 933
2016
Q2 		$24M Sell
624,864
-23,912
-4% -$886K 0.02% 833
2016
Q1 		$22.6M Sell
648,776
-234,950
-27% -$7.66M 0.02% 813
2015
Q4 		$29.9M Buy
883,726
+311,090
+54% +$11.5M 0.02% 738
2015
Q3 		$19.7M Buy
572,636
+179,606
+46% +$6.79M 0.01% 903
2015
Q2 		$16.7M Buy
393,030
+48,592
+14% +$2.18M 0.01% 1106
2015
Q1 		$15M Buy
344,438
+84,615
+33% +$3.71M 0.01% 1156
2014
Q4 		$11.6M Buy
+259,823
New +$12.3M 0.01% 1390

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

UBS Group's IYE Position: Q2 2026 in Review

UBS Group reduced its iShares US Energy ETF (IYE) stake by 3% in Q2 2026, selling an estimated $1.11M and leaving 594,593 shares worth $33.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

UBS Group first reported a position in IYE in Q4 2014 and has held it in 47 quarters since. The position peaked at $52.2M in Q1 2023. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • UBS Group held 594,593 shares of iShares US Energy ETF worth $33.6M as of Q2 2026.
  • UBS Group sold 18,267 iShares US Energy ETF shares in Q2 2026, an estimated $1.11M.
  • iShares US Energy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2138 holding.
  • UBS Group first reported a position in iShares US Energy ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares US Energy ETF position peaked at $52.2M in Q1 2023.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.